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Hobbs Group Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Hobbs Group Advisors’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-338
Closed -$8.28K – 520
2024
Q3 		$8.28K Hold
338
– – ﹤0.01% 441
2024
Q2 		$8.13K Buy
+338
New +$8.11K ﹤0.01% 410
2023
Q4 		$8.19K Buy
+338
New +$8.12K ﹤0.01% 378

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Hobbs Group Advisors's SCHO Position: Q4 2024 in Review

Hobbs Group Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 338 shares — an estimated $8.28K sold.

Hobbs Group Advisors first reported a position in SCHO in Q4 2023 and held it in 3 quarters. The position peaked at $8.28K in Q3 2024. 633 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

  • Hobbs Group Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 338 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $8.28K.
  • Hobbs Group Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's Schwab Short-Term US Treasury ETF position peaked at $8.28K in Q3 2024.
  • 633 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.